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emoney-planfund-training-icon-new  Comprehensive Planning Workshop
These CFP® instructor led sessions are designed specifically for advisors who navigate complex planning scenarios and want to leverage eMoney’s advanced planning capabilities. Each session offers a real client case study to learn how to enter detailed information into all facets of the Advanced Fact Finder, create planning techniques, and build scenarios to use in reports and interactive tools.


Session A

This session will focus on a client case study that examines advanced planning strategies for:
  • Cash Flow Planning
  • Income Tax Planning
  • Retirement Planning
  • Monte Carlo

Session B

This session will focus on a client case study that examines advanced planning strategies for:
  • Life Insurance Planning
  • Investment Planning
  • Education Planning
  • Stock Option Planning
  • Fixed Retirement Income Planning
Session C

This session will focus on a client case study that examines advanced planning strategies for:
  • Charitable Planning
  • Trust Planning  
  • Estate Planning


Note: Each sessions content is unique and can be attended individually.


Details:
  • Special: $200 per person per session
  • Each session qualifies for 4 CFP® Continuing Education Credits. Learn More
  • Duration: 1/2 Day

WORKSHOPS CURRENTLY AVAILABLE:

Registration closes 48 hours prior to session.

April 16th - Session A - VIRTUAL 12:00pm ET (9:00am Pacific Time)

April 17th - Session B - VIRTUAL 12:00pm ET (9:00am Pacific Time)

April 18th - Session C - VIRTUAL 12:00pm ET (9:00am Pacific Time)

May 21st - Session A - VIRTUAL 12:00pm ET (9:00am Pacific Time)

May 22nd - Session B - VIRTUAL 12:00pm ET (9:00am Pacific Time)

May 23rd - Session C - VIRTUAL 12:00pm ET (9:00am Pacific Time)

Custom Training

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LOOKING FOR MORE PERSONALIZED TRAINING?

Design a customized virtual or in-person program to meet your training needs.

This approach is recommended for both long-time eMoney users looking for training on more in-depth topics or new users seeking group training to get their office up to speed.